Andrew Carlson

Investment Marketing | Workplace Retirement @ Franklin Templeton | Ex-BlackRock & Fidelity

Role: Retirement Investment Marketing Manager at Franklin Templeton
Location: Boston, MA, US
LinkedIn followers: 500 followers

About Andrew Carlson

In my role as a Retirement Investment Marketing Manager at Franklin Templeton, I help shape the story of our Workplace Retirement business — how we show up to intermediaries, advisors, and plan sponsors, and how we connect meaningful retirement solutions to the people who rely on them. For more than two years, I’ve been building go-to-market strategies, designing integrated campaigns, and refining the positioning of our products so they resonate with the audiences who matter most.Across more than a decade in marketing strategy and program development, my work has always centered on the same through-line: understanding what motivates people and translating that into clear, compelling action. I’ve led initiatives that support advisors, deepen relationships, and ultimately help participants pursue more confident retirements. Collaboration, curiosity, and a steady hand in complex environments guide how I operate.All investments involve risk including possible loss of principal. Please review the Franklin Templeton Privacy and Cookie Notice:

Experience

Retirement Investment Marketing Manager
Franklin Templeton
Mar 2024 — Present · Boston, MA, US
Leads retirement product marketing initiatives for Franklin Templeton’s Workplace Retirement business, aligning go‑to‑market strategy, product positioning, and integrated campaigns to support intermediary, advisor, and plan sponsor adoption.

Education

Emerson College
Bachelor of Arts - BA, Visual and Media Arts

Skills

Financial Metrics
User Interface Design
Web Analytics
E-Commerce SEO
Integrated Marketing
Content Management Systems (Cms)
Analytical Skills
A/B Testing
Digital Media
Google Analytics
Product Management
Corporate Finance
Social Media
Email Management
Financial Analysis
Web Content Management
Email Strategy
Graphic Design
Business Development
Digital Marketing
Sme Consulting
Data Analysis
Social Media Marketing
Wealth Management Services
Brand Development
Segmentation
Metrics
Product Marketing
Cloud Computing
Creative Direction
Private Clients
Performance Metrics
Digital Publishing
Sdl Tridion
Information Graphics
Paid Search Campaigns
Web Development
Technical Support
Customer Relationship Management (Crm)
Customer Experience Analysis

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